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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,786 | $76,785-66.4% | $56,441-54.3% | $145,959-82.3% |
| Participation rate | 33.3% | 63.2%-29.9pp | 52.5%-19.2pp | 80.3%-47.0pp |
| Annual return | 16.04% | 3000.51%-2984.5pp | 1704.21%-1688.2pp | 561.95%-545.9pp |
| Employer contribution / active EE | $0 | $1,381-100.0% | $1,039-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $3,357 | $2,624+27.9% | $1,953+71.9% | $6,689-49.8% |
| Admin fee / account holder | $651 | $3,334-80.5% | $2,829-77.0% | $13,398-95.1% |